Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$366K Buy
2023
Q3
Sell
2023
Q2
$498K Buy
2023
Q1
Sell
2022
Q4
$272K Buy
2022
Q2
Sell
2022
Q1
$303K Buy
2021
Q1
Sell
2020
Q4
$360K Buy
2019
Q1
Sell
2018
Q4
$220K Sell
2018
Q3
$492K Sell
2018
Q2
$492K Buy
2014
Q2
Sell
2014
Q1
$376K Buy